Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,841 | $106,588-42.0% | $94,215-34.4% | $155,188-60.2% |
| Participation rate | 45.8% | 74.3%-28.4pp | 70.0%-24.1pp | 80.8%-35.0pp |
| Annual return | 11.55% | 29.39%-17.8pp | 28.22%-16.7pp | 148.84%-137.3pp |
| Employer contribution / active EE | $1,068 | $3,080-65.3% | $2,675-60.1% | $4,248-74.9% |
| Participant deferral / active EE | $2,283 | $4,802-52.5% | $4,276-46.6% | $6,531-65.0% |
| Admin fee / account holder | $15,858 | $12,281+29.1% | $10,216+55.2% | $14,480+9.5% |